Enterprise Architecture Services Section L

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					Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS L.1 Overview of Process

The U.S. Census Bureau (Census Bureau) will use a two-phased acquisition process to acquire services under the COMMITS NexGen contract. The phases of the selection process are:   Phase I – Down-Select Process Phase II- Final Selection and Task Award

Phase I will be conducted in accordance with applicable Federal procurement laws and regulations. The specific process used in Phase I is authorized by Federal Acquisition Regulation (FAR) 16.505. The down-select process will select a maximum of five (5) vendors as the Best Qualified Vendors (BQVs) from the interested vendors. Only the selected BQVs will participate in Phase II. Phase II will result in the final selection and award of the task order using best value principles. L.2 Acquisition Schedule Week 1 April 18 April 19 April 20 April 21 April 22 Week 2 April 25 April 26 April 27 April 28 April 29 Week 3 May 2 May 3 May 4 May 5 May 6 PHASE I Release RFS, 5 Down-Select Questions Vendors Request Site Visits by 4:30 PM Site Visit Schedule Posted by 12:00 PM 8:30 AM – 10:30 AM – Group 1 Site Visit 1:30 PM – 3:30 PM – Group 2 Site Visit 8:30 AM – 10:30 AM – Group 3 Site Visit 1:30 PM – 3:30 PM – Group 4 Site Visit

DAYS 1 2 3 4 5 8 9 10 11 12 15 16 17 18 19

Vendors Prepare Phase 1 Responses Phase 1 Submissions Due by 12:00 PM Phase 1 Evaluations

Phase 1 Evaluations Down-Select Decision Announced by 4:30 PM Due Diligence & Oral Presentations Scheduled for Best

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

Qualified Vendors (BQVs) 22 23 24 25 26 29 30 31 32 33 36 37 38 39 40 43 44 45 46 47 50 51 52 53 54 57 58 59 60 TBD TBD Week 4 May 9 May 10 May 11 May 12 May 13 Week 5 May 16 May 17 May 18 May 19 May 20 Week 6 May 23 May 24 May 25 May 26 May 27 Week 7 May 30 May 31 June 1 June 2 June 3 Week 8 June 6 June 7 June 8 June 9 June 10 Week 9 June 13 June 14 June 15 June 16 TBD TBD PHASE 2 BQVs & Census Bureau Prepare for Due Diligence Period 12:30 PM-2:00 PM – Due Diligence – Offeror A 2:30 PM-4:00 PM – Due Diligence – Offeror B 8:30 AM-10:00 AM – Due Diligence – Offeror C 10:30 AM-12:00 PM – Due Diligence – Offeror D 2:00 PM-3:30 PM – Due Diligence – Offeror E BQVs Prepare Oral Presentations BQVs Prepare Oral Presentations 2:00 PM-4:00 PM – Oral Presentation – Offeror A 9:00 AM-11:00 AM – Oral Presentation – Offeror B 1:00 PM-3:00 PM – Oral Presentation – Offeror C 9:00 AM-11:00 AM – Oral Presentation – Offeror D 1:00 PM-3:00 PM – Oral Presentation – Offeror E BQVs Prepare Final Proposal Revisions (FPRs) FPR Due from Offeror A by 4:30PM FPR Due from Offeror B & C by 4:30 PM FPR Due from Offeror D & E by 4:30 PM Phase 2 Evaluations Memorial Day Phase 2 Evaluations

Phase 2 Evaluations

Phase 2 Evaluations AWARD ANNOUNCED Debriefings Kick-Off Meeting

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

L.3

Phase I – Vendors Respond to Down-Select Questions

Phase I will be conducted in accordance with applicable Federal procurement laws and regulations. The specific process being used in Phase I is authorized by Federal Acquisition Regulation (FAR) 16.505. The down-select process will select a maximum of five (5) Best Qualified Vendors (BQVs) from the interested vendors. Only those vendors selected as BQVs will be invited to participate in Phase II. The Government will evaluate the vendors’ responses to the below five (5) questions to select a maximum of five (5) Best Qualified Vendors (BQVs). L.3.1 Down-Select Questions

1. Provide a summary of company participation and experience with an Information Technology (IT) Governance process. Explain what role Enterprise Architecture (EA) played in the process. 2. Provide specific examples that demonstrate company experience regarding how the content and delivery of EA influenced the decision-makers of an organization, and the general EA awareness, guidance, and education of an organization’s employees. 3. What is the company’s understanding of the Office of Management and Budget’s (OMB) Federal Enterprise Architecture (FEA) Reference Models? Describe company experience in implementing and using reference models in an organization’s EA. 4. Provide an overview of company experience in developing and justifying the EA sections of an OMB Exhibit 300 Capital Asset Plan and Business Case. 5. Detail company experiences and lessons learned regarding:  the utilization of an EA modeling tool;  the adoption of an Architecture Capability Maturity Model; and,  EA alignment to privacy/security issues. Vendors shall consider the requirements of the full RFS when developing their responses to the above questions. Each of the questions is considered of equal merit. L.3.2 Site Visits

The vendors will have the opportunity to visit the Census Bureau facilities to meet with the members of the Technical Evaluation Team (TET) prior to submitting their Phase I response. During the visits the Information Systems Support and Review

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

Office (ISSRO) managers and members of the Acquisition Division (ACQ) staff will present more information about the Census Bureau EA environment. A question and answer session will follow the presentation. Participation in the site visits will not be a prerequisite for submitting Phase I responses. Requests for site visits must be received by e-mail to acq.ccng@census.gov no later than 4:30 PM, Tuesday, April 19, 2005. The subject line for these requests must be marked “[Company Name] Request for Attendance – Site Visit – Task #T1-001”. The Census Bureau will conduct a maximum of four sessions in Federal Office Building (FOB) 3/Room 1027 in accordance with the schedule provided in L.2. Vendors’ group assignments for the site visits will be posted to the Census COMMITS NexGen website (www.census.gov/procur/www/ccng) by 4:30 PM, Wednesday, April 20, 2005. Please Note: Vendors should take into account that the Census Bureau is a secured facility, and time should be allotted for being cleared through Security. To obtain authorization to enter the building vendors must go to Gate #5 off of Silver Hill Road in Suitland, Maryland, and request that the security personnel call the Acquisition Division on Extension #3342 for Security to confirm access to the facility. Additionally, limited parking at the Census Bureau may also influence the time it takes to enter the facility. It should also be noted that equipment brought into the facility requires a property pass prior to being removed, and vendors are discouraged from bringing unnecessary equipment to the site visits. L.3.3 Instructions for Phase I Submission

Electronic responses to the requests for information and questions for Phase I must be received by the Census Bureau at acq.ccng@census.gov no later than 12:00 PM, Thursday, April 28, 2005. The subject line for the e-mails must be marked “[Company Name] Phase I Response – Task #T1-001”. Phase I submissions shall be limited to MS Word, Excel, and/or PowerPoint formats. Text shall be presented on 8 ½ x 11-inch paper in Arial or Times New Roman typeface, no smaller than 12-point pitch (smaller fonts are acceptable for graphics, figures, tables, footnotes and legends) with 1-inch margins. Although the vendors’ responses to the five (5) requests for information/questions are limited to a total of ten (10) pages, there is no restriction on the length of a specific response so as long as the total page limit for all responses is not exceeded. L.3.4 Down-Select Decision

The Technical Evaluation Team (TET) will use their expertise and experience to identify the most highly rated vendors from the Phase I submissions in relation to the requirements set forth in Section C. In doing so, the TET will identify the discriminating strengths, weaknesses, and risks for each response. The TET will then rank the responses. Based on the evaluation and findings of the TET, the Contracting

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

Officer will select a maximum of five (5) Best Qualified Vendors (BQVs) to participate in Phase II of the selection process. L.3.5 Down-Select Announcement – Request for Debriefings

The Census Bureau will advise each vendor in writing whether it has been selected to participate in Phase II no later than 4:30 PM, Friday, May 6, 2005. If a debriefing is desired, the unsuccessful vendor must request in writing a debriefing within five (5) workdays (Monday-Friday) after the non-select notice has been made. These requests shall be sent to acq.ccng@census.gov and marked “[Company Name] – Request for Debriefing – Task #T1-001”. The Government will provide written debriefings upon final task award. L.4 Phase II – Best Qualified Vendors (BQVs) Proposals

In Phase II the Best Qualified Vendors (BQVs) will be referred to as Offerors. L.4.1 Due Diligence

The Offerors will be given the opportunity to visit the Census Bureau facilities on an individual basis between May 11 and 12, 2005, in accordance with the schedule described in Section L.2. These due diligence sessions will allow the Offerors to meet with the Government staff. The Census Bureau will randomly schedule and notify the Offerors via e-mail of the times and places for their meetings no later than 4:30 PM, Monday, May 9, 2005. L.4.2 Oral Presentations

The Offerors shall provide oral presentations to the Census Bureau in accordance with the schedule described in Section L.2. The Government reserves the right to reschedule these sessions at its discretion after sufficient notice to the Offerors. The Offerors shall use the oral presentations to present the information that will be included in the technical sections of the Offerors’ written Final Proposal Revisions (FPRs). The oral presentations will not be scored. However, information obtained during the session, including the presentation skills of the key personnel, will assist in the Government’s understanding of the Offerors’ FPRs. L.4.2.1 Required Materials Prior to Oral Presentation

The following documents shall be submitted to the Census Bureau via e-mail to acq.ccng@census.gov, no later than 3:00 PM the day before the Offeror’s scheduled oral presentation:

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

A. Resumes of Key Personnel B. List of Offeror Representatives Attending Oral Presentation The resumes of the Key Personnel will be evaluated in accordance with the factors described in Section M. All resumes shall be resubmitted, with additions or changes clearly marked, as Section I of the Offerors’ FPRs (described in L.4.3). A. Resumes of Key Personnel The Offerors shall provide the resumes of all key personnel (in the employ of either the prime Contractor or its subcontractor(s)) who have been committed to perform under this project. The key personnel will be subject to the key personnel provisions of Section H.1. Each resume shall be limited to three (3) pages. B. Presenter Information The Offerors shall provide the names and positions of all participants taking part in the oral presentations. L.4.2.2 Content of the Presentation

The Offerors shall include in their presentations the following:  Their understanding of the project’s objectives, technical considerations, and restraints as delineated in Section C.  A description of their management solution, including the following topics:         Status and Performance Reviews Risk Management Change Management Project Control Implementation/Transition Plan Subcontract Management (if applicable)

Information about their Quality Assurance and Surveillance Plan (QASP) Information about their Similar Experience and Past Performance

L.4.2.3

Schedule for Presentations

The anticipated schedule of events for the oral presentations is shown below:

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

5 Minutes 1 Hour 15 Minutes 30 Minutes

Introductions, Administrative Announcements Technical Solution Presentation Break Technical Clarifications / Questions and Answers Session

Each Offeror will have a maximum of one (1) hour to make its presentation to the Census Bureau panel. L.4.2.4 Oral Slide Presentation Form

Offerors are limited to 8½ x 11-inch overhead slides or computer generated slides to provide visual support for their presentations. (If used, the presenters must provide computer projection equipment.) Submission of videotapes or other forms of media containing the presentation for Census Bureau evaluation is not authorized and will be rejected. Offerors shall mark the slides in accordance with Restrictions on Disclosure and Use of Data, as appropriate. It is suggested that the Offerors emphasize the content of their presentations rather than their appearance. Slides shall be sequentially numbered. There is no limit to the number of slides that may be presented during the oral presentations, however, only those slides presented will be considered as part of the presentation. The evaluation panel will ignore any slides not presented in the allotted time. The Offeror shall use the slides as a visual aid for its presentation. Five paper copies of the presentation shall be provided to the Government at the beginning of the presentation. The Government will not accept any additional documentation (such as descriptive literature, etc.) for the evaluation that was not referenced during the presentation. No "speaker's notes" or other additional text shall be provided with the slides. L.4.2.5 Presenters

Because of the importance of presentation skills for this particular task, the Offerors’ key personnel shall actively participate in the presentation. A maximum of five (5) Offeror representatives may attend each oral presentation. . It will be at the discretion of the Offerors as to which personnel will actively participate in the presentation. The Offerors are required to present information that will be in accordance with the written final proposal revisions described below. The Offerors will be expected to perform in accordance with their presented solution should they ultimately be awarded the contract.

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

L.4.2.6

Technical Clarifications and Questions

After the oral presentations, the Government may request clarification of any points presented which are unclear, or ask the Offeror to elaborate on any information that was not adequately supported. These exchanges are not “discussions” as defined in FAR 15.306(d), the Census Bureau will not identify specific weaknesses found in the Offerors’ oral proposals. In accordance with FAR 15.306(a), the Census Bureau intends to award without conducting discussions. L.4.3 Written Final Proposal Revisions (FPRs)

After completion of due diligence and oral presentations, the Census Bureau will request that the Offerors submit their written Final Proposal Revisions (FPRs) for evaluation. The Offerors’ proposals should be based on their current understanding of the Government’s requirements The Offerors shall submit a soft copy of their written Final Proposal Revisions using electronic media in the appropriate MS Word, Excel, and PowerPoint formats to acq.ccng@census.gov, in accordance with the schedule described in L.2. The subject line for these e-mails shall be marked “[Company Name] –Final Proposal Revisions – Task #T1-001”. Text shall be presented on 8 ½ x 11-inch paper in Arial or Times New Roman typeface, no smaller than 12-point pitch (smaller fonts are acceptable for graphics, figures, tables, footnotes, and legends) with 1-inch margins. L.4.3.1 FPR Organization

The Offerors shall submit four (4) sections as separate attachments in the electronic FPR. Pricing information shall not be included anywhere other than in Section IV – Business Proposal. Section I – Resumes of Key Personnel In accordance with L.4.2.1, the resumes of the proposed key personnel who have been committed to perform on this project should be resubmitted as Section I of the Offeror’s FPR. Any changes to the Offeror’s initial submissions shall be clearly marked and explained. Section II – Technical/Management Proposal and Quality Assurance Surveillance Plan (QASP) Section II shall include the Offeror’s proposed technical concept for meeting the Enterprise Architecture Project requirements stated in Section C. Section

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

II shall not exceed twenty (20) total pages, and shall include the following information: A. Technical/Management Solution The Offeror shall discuss their understanding of the project’s objectives, technical considerations, and restraints as delineated in Section C. This section should also describe the Offeror’s proposed management structure, the position within the overall corporate organization of the division or group proposed to perform under this task order, the level of corporate project oversight planned in terms of authority to make programmatic decisions, and corporate capabilities. The Offeror shall also describe its management solution, including the following topics:       Status and Performance Reviews Risk Management Change Management Project Control Implementation/Transition Plan Subcontract Management (if applicable)

B. Quality Assurance and Surveillance Plan (QASP) The intent of the Government is to include an incentive to encourage the Offerors to exceed task order requirements. The Government incentive for this RFS shall be the issuance of annual award term options for performance that meets or exceeds the requirements stated in Attachment J-1 – Performance Requirements Matrix. Each Offeror shall submit a Quality Assurance and Surveillance Plan (QASP), which identifies the minimum performance indicators, indices, and metrics to be used. The measures identified in an Offeror’s QASP shall relate to the Census Bureau’s stated objectives and measures of success. The Offeror’s QASP shall consist of the following information:    A description of the review/audit process, its documentation, methods of internal review, identification of staff position(s) performing the reviews, and the frequency of the reviews. A description of the approach and procedures for communicating with the Government; handling corrective actions; and identifying and implementing potential improvements to the program services. A process for project tracking in terms of the deliverables identified in the proposal.

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

    

A description of the performance requirements for each phase of the project and/or labor category. A description of the performance objective for each Performance Standard. A description of the quantifiable Acceptable Level of Performance for each Performance Standard. A description of the method of surveillance including: who will perform the surveillance, the frequency, and the process for accomplishing the surveillance. A description of the incentive metrics, granularity, scoring range and weighting factors that are proposed to Census Bureau performance.

Section III - Similar Experience and Past Performance Information A. Similar Experience Synopsis The Offerors shall submit a synopsis of their similar experience for Census Bureau review. This document shall consist of evidence of the Offerors’ experience on a maximum of four (4) contracts that have been performed or are currently being performed within the past three (3) years of similar size, scope and complexity to the work required by this RFS. Similar experience information shall be included for Offeror-selected federal, state, local governments, or commercial contracts. The Offerors may include contracts on which the Offerors have performed or are performing work as a prime or subcontractor. If the Offerors have no single project that encompasses all types of similar experience as defined, the Offerors may show similar experience through a combination of projects that altogether show that the work that has been accomplished is consistent in scope and complexity with the project. Any similar experience information provided by the Offerors is subject to verification/validation by the Government. The Government reserves the right to contact the government/commercial points of contact provided by the Offerors, and any project officials and/or other persons who have been involved in any of the contracts listed by the Offerors to verify information about similar experience and to obtain past performance information. The Offerors shall submit only the information requested as part of the “Similar Experience Form” described below. Marketing literature, marketing or product videos, catalogs, manuals, product literature, or other extraneous information, either electronic or hard copy, that are provided with the proposals will not be reviewed or utilized in the evaluation. Similar Experience Form

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

Contract Identifier: Assign a sequential ID number to the contract, beginning with the number one (1). Agency/Company: Agency or company for which the work was performed and contract name (and project name, if applicable). Contract/Order Number: Enter the contract number and, for contracts such as IDIQs where projects are issued by order, the order number under which the project was performed. Contract/Order Period of Performance: Indicate, by month and year, the start and completion (or “ongoing”) dates for the project contract or order. State original planned completion date and any revised completion date. Contract/Order Type and Total Dollar Value: Contracts/orders may be Cost Plus, Incentive, IDIQ, FFP, T&M, etc. Enter the original total dollar value of the contract and the current dollar value, if different. If an order, enter the dollar value received or to be received by the Offerors or their subcontractor(s). Prime Contractor/Primary Performer: Enter the prime Contractors and the company names of either the Offerors or proposed Subcontractors who performed or is performing the major portion of work under this project. If same, enter only one name. Brief (1 Page or Less) Description of the Project: Should give enough information to allow Census Bureau evaluators to consider how the cited project relates to the size, scope, and complexity or the RFS. Information about the Contracting Officer: Enter the name, address, phone number, email address and fax number of the Contracting Officer if the contract was/is for the Government. Information about the Contracting Officer’s Technical Representative (COTR). Enter the name, address, phone number, email address and fax number of the COTR if the contract was/is for the Government. End-User Point-of-Contact. Enter the name, address, phone number, email address and fax number of the End-User if the contract was/is for a commercial firm. B. Past Performance Questionnaire From Client In addition to submitting the synopsis described above, the Offerors shall request that their cited references submit written evaluations of their performance to the Census Bureau. These evaluations shall be sent as e-mail

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

attachments by their references directly to the Census Bureau at acq.ccng@census.gov. Offerors shall request their references mark the subject line of the e-mails as “[Offeror Name] – Past Performance Evaluation – Task #T1-001”. The form for these evaluations is provided in Attachment J2 - Past Performance Questionnaire. The written evaluations provided by the Offerors’ references are subject to verification/ validation by the Government. The Government reserves the right to contact the government/commercial points of contact provided by the Offerors. Section IV – Business Proposal The Offerors shall submit a Firm-Fixed Price for the base year, one option year, and three (3) one-year award terms, along with any information assumed in their Basis of Estimate (BOE). Enough detail shall be included in the BOE to allow the Census Bureau to understand the business factors the Offerors considered in developing their Firm-Fixed Price. Section IV shall also include information about the Offerors’ proposed teaming partners and/or subcontractors, and details about their qualifications, program responsibilities, and percentage of total program responsibilities, to include:    Proposed approaches, processes and responsibilities for teaming partner(s); Subcontractor management defining the lines of authority, assignment and reporting procedures; and, Subcontracting policies and practices.

L.5 Award of Contract L.5.1 Notification of Contract Award

After the Government has selected the best value Contractor, all selected and nonselected Offerors will be notified of the decision via e-mail. L.5.2 Contractor Debriefing

If a debriefing is desired, the unsuccessful Offeror must request in writing a debriefing within five (5) workdays (Monday-Friday) after the award decision has been announced. These requests shall be sent to acq.ccng@census.gov and marked “[Company Name] – Request for Debriefing – Task #T1-001”. The Government will provide written debriefings via e-mail. L.5.3 Prime Contractor Responsibilities

Enterprise Architecture Services Section L

COMMITS NexGen Tier 1 Task #T1-0001

The Offerors shall be held responsible as the prime Contractor for the procurement of all services required under this contract. The Offerors alone shall be held responsible by the Government for performance of all contractor obligations under any terms of the task order resulting from the proposals. The Government, in-turn, shall render all payments due for services performed solely to the prime Contractor.